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Private Markets Digest connects the dots that matter across private equity, venture capital, private credit, and banking.

OpenAI Seeks $30 Billion Privately in Place of an IPO | Two Backers Handled 47% of Anthropic's Sales | Nvidia Buys Back as Buyers Burn Cash

Sep 30, 2026

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5 min read

OpenAI Seeks $30 Billion Privately in Place of an IPO | Two Backers Handled 47% of Anthropic's Sales | Nvidia Buys Back as Buyers Burn Cash

Yesterday a profitable firm chose to wait on its IPO. This morning OpenAI lines up private money instead.

Dio Pouerie, +1

Oura Pulled Despite Profit | Window Narrows | Homeowners Won't Budge

Sep 29, 2026

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6 min read

Oura Pulled Despite Profit | Window Narrows | Homeowners Won't Budge

A profitable, growing company with buyers chose to delay its IPO. The 30-year hit a 24-year high. McDonald's AI prices by neighborhood. Homeowners are sitting on record equity and not spending it.

Dio Pouerie, +1

Anthropic's IPO Filing Shows a $42 Billion Loss, Mostly on Paper | OpenAI Scrapped a Model Over Safety | AMD Buys World Labs for $8.2 Billion

Sep 29, 2026

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5 min read

Anthropic's IPO Filing Shows a $42 Billion Loss, Mostly on Paper | OpenAI Scrapped a Model Over Safety | AMD Buys World Labs for $8.2 Billion

Yesterday PMD asked if the money keeps coming. Anthropic now asks public buyers for it, at a price that could top $2 trillion.

Dio Pouerie, +1

Largest Buyback Ever | Safety Paper | Yield Curve Warning

Sep 28, 2026

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7 min read

Largest Buyback Ever | Safety Paper | Yield Curve Warning

Nvidia launched the largest buyback in US history while guaranteeing up to $500 billion in AI debt. The same day, researchers at OpenAI and Anthropic warned of an intelligence explosion.

Dio Pouerie, +1

AI's Stop Sign Is the Money Running Out | OpenAI Agents Hit a U.N. Site 16,000 Times | Japan's 10-Year Yield Hit a 30-Year High

Sep 28, 2026

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6 min read

AI's Stop Sign Is the Money Running Out | OpenAI Agents Hit a U.N. Site 16,000 Times | Japan's 10-Year Yield Hit a 30-Year High

History says a boom breaks when fresh money stops. The window is still open, but SoftBank just paid up to 9.75% to use it.

Dio Pouerie, +1

The Fed's Favorite Inflation Gauge Gets Rewritten Wednesday. Payrolls Get the Last Word Friday.

Sep 27, 2026

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6 min read

The Fed's Favorite Inflation Gauge Gets Rewritten Wednesday. Payrolls Get the Last Word Friday.

Last week left one question open. Was the bond selloff the economy or a crowded trade? This week brings a revised PCE history, Micron's memory bill, the Oura IPO and a jobs report.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

OpenAI Seeks $30 Billion Privately in Place of an IPO | Two Backers Handled 47% of Anthropic's Sales | Nvidia Buys Back as Buyers Burn Cash

Oura Pulled Despite Profit | Window Narrows | Homeowners Won't Budge

Anthropic's IPO Filing Shows a $42 Billion Loss, Mostly on Paper | OpenAI Scrapped a Model Over Safety | AMD Buys World Labs for $8.2 Billion

Largest Buyback Ever | Safety Paper | Yield Curve Warning

AI's Stop Sign Is the Money Running Out | OpenAI Agents Hit a U.N. Site 16,000 Times | Japan's 10-Year Yield Hit a 30-Year High

The Fed's Favorite Inflation Gauge Gets Rewritten Wednesday. Payrolls Get the Last Word Friday.

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